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Nappai Documentation

Simple Report Agent

The Simple Report Agent is an intelligent assistant designed to help you create comprehensive and structured reports. Instead of manually gathering information from different systems or databases, this agent acts as a coordinator. It automatically plans how to answer your request, gathers the necessary data using various connected tools, and then writes a final, easy-to-read report for you.

Think of it as a dedicated writer who knows how to look up facts, analyze numbers, and compile everything into a single document tailored to your needs.

How it Works

When you use this component, it performs three main steps behind the scenes:

  1. Planning: It first analyzes your request to understand exactly what kind of report you need (e.g., a sales summary, a technical analysis, or a weekly update).
  2. Data Gathering: It then uses specific tools connected to your Nappai system to fetch relevant data. For example, if you need a report on sales, it might check your CRM database and recent transaction logs.
  3. Report Generation: Finally, it combines all the collected information into a coherent narrative. It structures the text, adds necessary context, and produces the final output that you can view or download.

Note: This agent is currently in a Development phase. This means it is being tested and refined. While it is functional, you may encounter occasional changes in its behavior or performance as we improve its accuracy.

Connection & Credentials

This component does not require direct credential configuration (such as API keys) within the Nappai panel itself, as it relies on the base structure of the reporting system. However, it requires that the necessary data sources (like databases or external APIs) are already configured and available in your Nappai environment. The agent will only be able to pull data if those sources are active and linked to your account.

Inputs

The following fields are available to configure this component. Please note that specific input fields may appear depending on the complexity of the report you are generating.

  • Simple Report Agent: [English explanation of what it is and what it’s for].
    • Visible in: N/A (This is the display name of the agent itself)

Please note: This component inherits its input structure from the base reporting system. In most cases, the primary input is the Report Instruction or Prompt, where you describe what you want the report to cover.

Outputs

When the Simple Report Agent finishes its work, it provides you with a Generated Report.

Output Data Example (JSON)json

{ “report_id”: “rpt_987654321”, “status”: “success”, “content”: “Here is the summary of Q3 sales. Revenue increased by 15%…”, “metadata”: { “tools_used”: [“sales_db”, “crm_api”], “execution_time_ms”: 4500, “generated_at”: “2023-10-27T10:00:00Z” } }

You can use this output to:

  • View the report directly in the dashboard.
  • Send the report text via email using an email connector.
  • Save the report to a document storage system.

Connectivity

This component is typically used as a final step in a data processing workflow.

  • Incoming Connections: It usually receives data or context from Data Extraction nodes, Database Connectors, or Web Scraper components. These components provide the raw information that the Report Agent will organize.
  • Outgoing Connections: It typically connects to Output nodes, Email Senders, or Document Writers. Once the report is generated, you will likely want to save it, share it, or display it on a dashboard.

Logical Flow Example: Database Connector → Simple Report Agent → Email Sender

Usage Example

Imagine you are a manager who needs a weekly summary of team performance.

  1. Setup: Drag the Simple Report Agent onto your workflow canvas.
  2. Input: In the agent’s settings (or via the connected previous node), you specify the instruction: “Summarize the key performance indicators for the sales team for last week.”
  3. Execution: The agent accesses your sales database (assuming it’s connected) and gathers the numbers.
  4. Result: The agent outputs a formatted text report highlighting trends, top performers, and areas for improvement. You can then read this report directly or forward it to your stakeholders.

Tips and Best Practices

  • Be Specific: The quality of the report depends on your instructions. Provide clear context, such as date ranges or specific metrics you care about.
  • Check Data Sources: Ensure that the tools connected to your Nappai instance are active. If a database is offline, the report may contain missing data or errors.
  • Iterate: If the first report isn’t quite what you wanted, try refining your instructions (e.g., “Make it shorter” or “Focus on expenses”). The agent is flexible and can adjust its tone and structure based on feedback.

Security Considerations

  • Development Status: As marked in the system, this component is in development. While safe to use for testing and internal processes, please review the outputs for any sensitive data before sharing them externally.
  • Data Access: The agent can only access data from tools and sources that you have explicitly authorized in your Nappai dashboard. It cannot bypass security permissions or access restricted files.

Important Notes

No specific user notes were provided for this component.

No specific linked components were provided for this component.